Beyond Silicon: Navigating The Future of Semiconductor Innovation and Geopolitics
Автор: Seedcamp
Загружено: 2025-08-28
Просмотров: 100
Описание:
In the latest episode of This Much I Know, our Managing Partner, Carlos Espinal and Nandan Nayampally, Chief Commercial Officer of Baya Systems (previously at ARM, Amazon and AMD), delve into the geopolitics and innovations within the semiconductor industry.
Nandan shares his extensive career journey from AMD to ARM and Amazon, providing valuable insights into the evolution of the semiconductor industry. He also emphasizes the shift towards specialized IP designs and the global distribution of manufacturing.
The conversation explores the impact of geopolitical factors on the chip industry, the rise of localized manufacturing, supply chain resilience and the future implications of AI and edge technology. Tune in!
Show Notes:
Nandan Nayampally - linkedin.com/in/nandannayampally
Carlos Espinal - linkedin.com/in/carloseduardoespinal
Baya Systems - bayasystems.com
Seedcamp - seedcamp.com
Overview:
00:00 Introduction and Guest Welcome
00:47 Nandan's Career Journey
02:17 Understanding Semiconductor IP
03:18 The Role of ARM in the Semiconductor Industry
06:02 Baya Systems and Network on Chip
08:47 Geopolitical Impact on the Semiconductor Industry
14:02 Future of Semiconductor Design and Manufacturing
23:38 Investment Opportunities in the Semiconductor Space
26:51 Navigating the Investment Landscape
28:36 Top Three Lessons for New Investors
30:53 Agility in Chip Design
33:16 AI and the Future of Semiconductor Design
34:43 Talent Challenges in the Semiconductor Industry
36:22 The Future of AI and Hardware Integration
42:01 The Uncomfortable Truths of the Semiconductor Industry
43:37 Leading Teams of Intelligent Individuals
46:27 Final Thoughts and Reflections
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